by Chuck Oliver | Feb 2, 2018 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach that many people are over-allocated in equities (stocks) and they are going to find themselves out of time to get their retirement back if we experience another market crash. There are many reports out suggesting that...
by Chuck Oliver | Jan 26, 2018 | Hidden Wealth Reviews
This week, I met with a 72 year old client named Mary. Mary was facing her IRA Required Minimum Distributions (RMDs). Her RMDs caused 85% of her Social Security income to be taxed. The dollar amount that Mary was losing every month with her Social Security being taxed...
by Chuck Oliver | Jan 19, 2018 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I’m excited to share how we helped two clients start their new year off right. One client was looking to increase their retirement income as much as they could without taking unnecessary risk with a goal to retire in...
by Chuck Oliver | Jan 11, 2018 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach on two key points that I think will help you with your New Year’s Retirement Resolution. This is based on 23 years of experience, helping Baby Boomers secure a retirement that’s safe from market losses and...
by Chuck Oliver | Jan 5, 2018 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach it is an important time to get your own New Year’s retirement resolution ready. Several people this past week shared their uncertainty about the GOP tax reform. They are unsure if they’re getting a tax...
by Chuck Oliver | Dec 26, 2017 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I want to wish you a Happy New Year! I also want to “ring in” retirement reality. In an article posted on Motley Fool, the Economic Policy Institute shared that the average account value of retirement savings...
by Chuck Oliver | Dec 21, 2017 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I want to wish you a Merry Christmas and Happy Holidays from everyone on the Hidden Wealth Solution team. I also want to talk about the tax holiday we all got this week with the passage of the Trump Tax Reform Bill. There...
by Chuck Oliver | Dec 15, 2017 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach about an article that came out from Reuters this past week. The article’s headline read, “Wall Street Falls as Investors Fret Over the Tax Reform Plan”. I have met with many people over the last few...
by Chuck Oliver | Dec 8, 2017 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I teach about taxes, taxes and more taxes! I want to teach you that you can have your own tax reform plan, regardless of what the House and Senate do. If you’ve saved more than $200,000 in an IRA, guess who’s...
by Chuck Oliver | Dec 1, 2017 | Hidden Wealth Reviews
In this week’s Hidden Wealth Review, I ask the question, are you sick and tired of all the tax reform talk? Many people are holding back, waiting to see what this tax reform will do for them. Many tax policy think tanks are estimating that, at most, some people...
